← bubble boiTrade on Hyperliquid →Trade on Hyperliquid →
in postLONG
“Of course he went balls deep memory and semis.”
@bubbleboi
Tepper's Appaloosa holds MU as its #1 position at $1.75B; blowout Q3 earnings and sold-out HBM supply make it the cleanest AI memory trade
MULONG@ $1,126.35
$815.47-27.60%
since call Jun 25
in postLONG
“No Intel but long TSMC & Nvidia? 3 & 30 for what exactly?”
@bubbleboi
Tepper added 197,500 TSM shares in Q1 2026 as his #4 position; TSMC is the irreplaceable manufacturer for every major AI chip, with full-year 2026 revenue expected to rise over 30%
TSMLONG@ $426.17
$396.32-7.00%
since call Jun 25
TIMESTAMPS
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